Financial Adviser · BAULKHAM HILLS, NSW

Jonathon Andrew Halls

BAULKHAM HILLS, NSW

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000427814

Currently at

Northhaven Financial Management

Baulkham Hills, NSW (firm address)

View firm profile

About Jonathon Andrew Halls

Jonathon Andrew Halls is a financial adviser based in Baulkham Hills, New South Wales, with 14 years of experience in the financial services industry since 2012. Jonathon is currently authorised under Northhaven Financial Management. Jonathon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathon's qualifications include a Master of Financial Plannning from Western Sydney University. Jonathon is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Authorised to provide personal financial product advice to retail clients on MDA Services

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Business and Commerce

University of Western Sydney

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2017

Master of Financial Plannning

Western Sydney University

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Northhaven Financial Management Pty Limited

Sep 2012 - Present Current

Authorised to provide personal financial product advice to retail clients on MDA Services

Source: ASIC Financial Advisers Register